Retirement Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Retirement Group, LLC holds 15,172 shares of SCHB stock, worth $1 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
15,172
Previous 15,803
3.99%
Holding current value
$1 Million
Previous $879,000
5.35%
% of portfolio
0.35%
Previous 0.36%
Shares
18 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio